See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,497 | $117,859-62.2% | $102,438-56.6% | $145,959-69.5% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 3.04% | 31.72%-28.7pp | 29.37%-26.3pp | 561.95%-558.9pp |
| Employer contribution / active EE | $15,645 | $3,615+332.8% | $3,024+417.4% | $4,661+235.7% |
| Participant deferral / active EE | $24,998 | $5,732+336.1% | $5,054+394.7% | $6,689+273.8% |
| Admin fee / account holder | $38,324 | $13,318+187.8% | $9,448+305.6% | $13,398+186.0% |